Three new fuel retail projects are moving through approvals in the Lodi region. One — the Maverik station being annexed at Kettleman Lane and Beckman Road — will pay into Lodi's General Fund. Two — the Dhanda project at Highway 99 and Liberty Road in unincorporated Collierville, and the Lockeford ExtraMile at Highway 12 and Highway 88 — will not. Near-term, the Maverik adds roughly $280,000 annually to Lodi's books; the two unincorporated projects migrate approximately $340,000 annually from Lodi's tax base to San Joaquin County's as Lodi residents and pass-through traffic fuel up outside the city limits.

But the larger story is structural. California's Advanced Clean Cars II rule phases out new gasoline vehicle sales by 2035; Lodi's own EV Master Plan projects the city's zero-emission fleet will grow from 1,221 vehicles at the end of 2023 to more than 24,000 by 2035. Sustained California retail gasoline prices at $5.88 per gallon and rising accelerate the transition further. Meanwhile, Lodi Electric Utility's existing 10 percent payment-in-lieu-of-taxes transfer — approximately $7 million annually to the General Fund — provides a partial offsetting mechanism that is not widely understood, and whose optimization has not been publicly discussed. This analysis examines the near-term fiscal picture, the structural decline, and the replacement revenue and EV-monetization strategies Lodi can learn from peer California municipal utilities.